Cw Securities, LLC's Form ADV discloses 1.50% on the first $250,000, 1.25% on the next $250,000, 1.00% on the next $500,000, and negotiable rates above $1 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #124496), Cw Securities, LLC is subject to fiduciary duty under federal law.
Cw Securities, LLC is headquartered in KNOXVILLE, TN.
Cw Securities, LLC serves 109 high-net-worth clients according to their SEC filing dated September 9, 2026. View client details ↓
According to their SEC Form ADV, Cw Securities, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Cw Securities, LLC manages $113 million in client assets according to their SEC filing dated September 9, 2026.
According to their SEC Form ADV, Cw Securities, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓